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Customer Support/Account Rep
Ref No.: 18-06097
Location: Columbus, Ohio
Global Financial Firm in Columbus, OH
6 Months Contract
Customer Support/Account Rep


Serve as a subject matter expert and point of contact for Brokerage branch personnel in regards to document questions (status of documents, review, and document updates). Inquiries include, but are not limited to general account maintenance including account opening and navigation. Additionally, the NNA Service Professional will be versed in Branch Scanning Procedures related to Document Status, Rejections, Scanning Errors, Scanner Operation and proper procedures for escalation of a variety of issues for process improvement.

Skills Required:
• Efficient written and oral communication skills
• Critical thinking regarding account document requirements and how to effectively resolve rejects.
• Strong interpersonal and service skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Apply concepts to real life situations
• Teamwork as well as ability to work well individually
• Strong computer skills

Skills Desired:
• College degree preferred
• Possess general knowledge of financial markets